Patriot Financial Group Insurance Agency, LLC Wisdomtree Yield Enhanced U.S. Call Options Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AGGY

# of Institutions

163

Shares Held

20.3M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.08M
Shares

$177 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$50.5 Million
0.02% of portfolio
Cwm, LLC

1.13M
Shares

$49.3 Million
0.22% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$47.1 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

991K
Shares

$43.1 Million
0.1% of portfolio

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